Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q3 2023. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
696K+ 80.31% |
$52.8M - $58.6M
|
1.56M
$152M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
683KNew |
$51.9M - $57.5M
|
683K
$66.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
637K+ 11839.97% |
$48.4M - $53.7M
|
642K
$62.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
337K+ 18.66% |
$25.6M - $28.4M
|
2.14M
$209M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
295K+ 994.91% |
$22.4M - $24.9M
|
325K
$31.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
259KNew |
$19.7M - $21.8M
|
259K
$25.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
223K+ 5.15% |
$17M - $18.8M
|
4.56M
$445M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
178K+ 5.18% |
$13.5M - $15M
|
3.61M
$353M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
160K+ 920.6% |
$12.2M - $13.5M
|
178K
$17.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
137K+ 29.4% |
$10.4M - $11.6M
|
604K
$59M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
128K+ 7305.73% |
$9.68M - $10.7M
|
129K
$12.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
121KNew |
$9.16M - $10.2M
|
121K
$11.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
118KNew |
$8.98M - $9.97M
|
118K
$11.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
114K+ 122.75% |
$8.62M - $9.57M
|
206K
$20.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
97.8K+ 3050.76% |
$7.42M - $8.24M
|
101K
$9.86M
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
96KNew |
$7.29M - $8.09M
|
96K
$9.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
94.8KNew |
$7.19M - $7.98M
|
94.8K
$9.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
86.7K+ 33.97% |
$6.58M - $7.3M
|
342K
$33.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
85.6K+ 269.42% |
$6.5M - $7.21M
|
117K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
81.7K+ 19.86% |
$6.2M - $6.88M
|
493K
$48.1M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
77.3K+ 19.47% |
$5.87M - $6.51M
|
474K
$46.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
75.3K+ 22.47% |
$5.71M - $6.34M
|
410K
$40.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
71.2KNew |
$5.4M - $6M
|
71.2K
$6.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
68.7K+ 192.48% |
$5.21M - $5.79M
|
104K
$10.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
58.7K+ 259.04% |
$4.46M - $4.94M
|
81.4K
$7.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
57.8KNew |
$4.39M - $4.87M
|
57.8K
$5.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
56.8K+ 66.78% |
$4.31M - $4.78M
|
142K
$13.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
56KNew |
$4.25M - $4.72M
|
56K
$5.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
55.3K+ 58.6% |
$4.19M - $4.65M
|
150K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.5K+ 25.17% |
$4.06M - $4.5M
|
266K
$26M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
52.5K+ 15.61% |
$3.98M - $4.42M
|
389K
$37.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
52.1K+ 2.53% |
$3.95M - $4.39M
|
2.11M
$206M
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
51.2KNew |
$3.89M - $4.32M
|
51.2K
$5M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
47.3K+ 9.13% |
$3.59M - $3.99M
|
566K
$55.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
44.6K+ 6.65% |
$3.39M - $3.76M
|
716K
$69.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.6K+ 11.27% |
$3.39M - $3.76M
|
441K
$43M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
43.8KNew |
$3.33M - $3.69M
|
43.8K
$4.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
42.6K+ 7.52% |
$3.23M - $3.59M
|
608K
$59.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
41.6K+ 2.7% |
$3.16M - $3.5M
|
1.58M
$155M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
40.1K+ 49.77% |
$3.05M - $3.38M
|
121K
$11.8M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
39.7K+ 4.81% |
$3.01M - $3.34M
|
865K
$84.4M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
39.7KNew |
$3.01M - $3.34M
|
39.7K
$3.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
37.7KNew |
$2.86M - $3.18M
|
37.7K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.8K+ 22.89% |
$2.72M - $3.01M
|
192K
$18.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
35.6K+ 7.47% |
$2.7M - $3M
|
512K
$49.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.5K+ 4.88% |
$2.69M - $2.99M
|
763K
$74.5M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
35.1K+ 587.4% |
$2.67M - $2.96M
|
41.1K
$4.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
31.2K+ 34.63% |
$2.37M - $2.63M
|
121K
$11.9M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
31.2KNew |
$2.37M - $2.63M
|
31.2K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.4KNew |
$2.3M - $2.56M
|
30.4K
$2.96M
|